CFD

Creative Financial Designs Portfolio holdings

AUM $1.25B
This Quarter Return
-1.28%
1 Year Return
+5.32%
3 Year Return
+15.59%
5 Year Return
+76.24%
10 Year Return
AUM
$1.25B
AUM Growth
+$22M
Cap. Flow
+$44.6M
Cap. Flow %
3.56%
Top 10 Hldgs %
24.95%
Holding
2,145
New
348
Increased
719
Reduced
516
Closed
86

Sector Composition

1Technology4.58%
2Healthcare2.57%
3Consumer Discretionary2.27%
4Industrials2.23%
5Financials1.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$211K0.02% 1,456
+45
+3%
+$6.53K
$211K0.02% 6,570
-632
-9%
-$20.3K
$211K0.02% 6,100
$208K0.02% 7,398
+2,945
+66%
+$82.9K
$206K0.02% 2,909
+311
+12%
+$22K
$206K0.02% 5,674
+3,989
+237%
+$145K
$205K0.02%
+8,940
New
+$205K
$205K0.02% 1,544
+13
+0.9%
+$1.73K
$204K0.02%
+9,742
New
+$204K
$203K0.02% 705
+123
+21%
+$35.5K
$203K0.02% 4,700
-857
-15%
-$36.9K
$202K0.02% 6,244
-1,144
-15%
-$37K
$202K0.02% 4,325
-96
-2%
-$4.48K
$202K0.02% 981
-41
-4%
-$8.43K
$202K0.02% 8,746
+46
+0.5%
+$1.06K
$201K0.02% 10,495
+9,474
+928%
+$182K
$200K0.02% 880
-376
-30%
-$85.6K
$198K0.02% 10,670
-1,230
-10%
-$22.9K
$198K0.02% 4,171
-596
-13%
-$28.3K
$198K0.02% 3,288
+3,154
+2,354%
+$190K
$197K0.02% 5,725
$196K0.02% 1,605
-112
-7%
-$13.7K
$196K0.02% 1,913
-250
-12%
-$25.6K
$195K0.02% 2,489
+54
+2%
+$4.23K
$195K0.02% 4,875
+623
+15%
+$24.9K